Operations Vice President (Operational Intelligence) - Parametric

Morgan-Stanley; Alpharetta (GA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Morgan Stanley Parametric is seeking an Operations Vice President (Operational Intelligence) to lead risk analytics within Parametric Investment Operations. You will measure, monitor, and improve daily processes to escalate risk early and ensure scalable, effective controls aligned with business goals.

You will design KRIs, develop automated monitoring, and partner across Technology, Risk, and Operations to strengthen resilience and reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, Operations, Risk Management, Data Engineering, Data Analytics, Information Systems and Analytics, or related field.
• 7+ years of experience in investment operations, operational risk, control assurance, business controls, process governance, change management, business intelligence, data engineering and analytics, or financial services operations.
• Strong understanding of investment operations, operational controls, data and system dependencies, and regulated financial services environment.
• Experience leading incidents, root cause analysis, and sustainable remediation.
• Experience designing KRIs using operational data and risk signals to identify emerging risks and support escalation.

Responsibilities

• Design and maintain KRIs aligned to material risks, controls, and business processes.
• Establish KRI definitions, data sources, thresholds, and escalation criteria with operational leaders.
• Analyze KRI trends and exceptions to identify emerging risks, support management decisions, and drive action.
• Develop automated control monitoring using system data, risk thresholds, exception aging, and anomaly detection.
• Partner with Technology and Operations to convert manual controls into scalable monitoring and testing.
• Establish control exception alerting and escalation workflows for timely investigation and remediation.
• Analyze risk, control, process, system, and dependency relationships to identify concentration and interconnected risk.
• Develop risk maps and factor analysis linking events, control failures, and vulnerabilities to underlying drivers.
• Use analysis to prioritize risk mitigation strategies, inform control design, and improve risk visibility.
• Analyze operational data, incidents, near misses, control exceptions, and emerging trends to detect increasing risk.
• Develop adverse scenarios and stress analyses for critical workflows to assess potential impacts.
• Translate findings into mitigation, resiliency, and escalation recommendations.
• Serve as the dedicated point of risk escalation and judgment for Parametric Investment Operations.
• Integrate risk management practices into daily operations and strategic initiatives.
• Provide independent risk challenge on operational decisions and transformation initiatives.
• Evaluate control effectiveness and identify gaps, vulnerabilities, concentration risks, and failure points.
• Partner with operational leaders to identify emerging risks and drive sustainable remediation.
• Maintain operational risk and control inventories, maps, and documentation.
• Oversee Investment Operations incident reporting, escalation, investigation, and resolution.
• Lead root cause analysis for significant Investment Operations incidents, control failures, client impacts, and near-misses.
• Monitor corrective action plans to ensure timely and sustainable remediation.
• Identify recurring or systemic operational risks.
• Support resiliency planning for critical workflows and client servicing.
• Assess operational impacts of technology, automation, and process changes.
• Identify and mitigate control gaps for new business activities and material changes with business leads prior to implementation.

Skills

Analytical skills

Problem-solving

Stakeholder influence

Communication

Operational risk

Data analytics

Education

Bachelor’s degree in Finance, Accounting, Business, Economics, Operations, Risk Management, Data Engineering, Data Analytics, Information Systems and Analytics

Tools

MS Office

SQL

Alteryx

Tableau

Power BI

Python

Job description

ABOUT MORGAN STANLEY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC

Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Operations Control team enables Parametric Operations to grow through disciplined scale and confident decisions, without increasing operational exposure. The team partners closely with Operations leadership to identify risk early, improve decision quality, strengthen operational resiliency, and support sustainable growth through effective controls, processes, and governance.

ABOUT THE ROLE

The Operations Vice President (Operational Intelligence) serves as the senior operational risk analytics lead embedded within Parametric Investment Operations. They will partner with investment operations leadership to measure, monitor, and improve the performance of daily processes by using data, trends, and metrics to **escalate risk early** and ensure controls are effective, quantifiable, scalable, and aligned with business objectives.

• Drives KRI design and data-driven, continuous control monitoring to improve scalability
• Proactively identifies emerging and interconnected risks through operational and adverse scenario analysis
• Acts as a hands-on risk and escalation partner within live operational workflows
• Leads assessment of control effectiveness, incidents, and material business changes
• Plays a key role in business activity change initiatives (automation, platform changes, new business activities)

The ideal candidate combines strong operational risk discipline with investment operations expertise, data-driven analytical thinking, and the ability to influence senior stakeholders in a fast-paced, highly regulated environment.

PRIMARY RESPONSIBILITIES

Key Risk Indicator (KRI) Design, Monitoring, and Reporting

• Design and maintain KRIs aligned to material risks, controls, and business processes
• Establish KRI definitions, data sources, thresholds, and escalation criteria with operational leaders
• Analyze KRI trends and exceptions to identify emerging risks, support management decisions, and drive action

Automated and Continuous Control Monitoring

• Develop automated control monitoring using system data, risk thresholds, exception aging, and anomaly detection
• Partner with Technology and Operations to convert manual controls into scalable monitoring and testing
• Establish control exception alerting and escalation workflows for timely investigation and remediation

Risk Interaction, Factor, and Mapping Analysis

• Analyze risk, control, process, system, and dependency relationships to identify concentration and interconnected risk
• Develop risk maps and factor analysis linking events, control failures, and vulnerabilities to underlying drivers
• Use analysis to prioritize risk mitigation strategies, inform control design, and improve risk visibility

Risk Detection and Adverse Scenario Analysis

• Analyze operational data, incidents, near misses, control exceptions, and emerging trends to detect increasing risk
• Develop adverse scenarios and stress analyses for critical workflows to assess potential client, financial, regulatory, and operational impacts
• Translate findings into mitigation, resiliency, and escalation recommendations

Risk Escalation Management

• Serve as the dedicated point of risk escalation and judgment for Parametric Investment Operations
• Integrate risk management practices into daily operations and strategic initiatives
• Provide independent risk challenge on operational decisions and transformation initiatives

Risk and Control Effectiveness

• Evaluate control effectiveness and identify gaps, vulnerabilities, concentration risks, and failure points
• Partner with operational leaders to identify emerging risks and drive sustainable remediation
• Maintain operational risk and control inventories, maps, and documentation

Incident Management and Root Cause Analysis

• Oversee Investment Operations incident reporting, escalation, investigation, and resolution
• Lead root cause analysis for significant Investment Operations incidents, control failures, client impacts, and near-misses
• Monitor corrective action plans to ensure timely and sustainable remediation
• Identify recurring or systemic operational risks

Business Activity Change and Resiliency

• Support resiliency planning for critical workflows and client servicing
• Assess operational impacts of technology, automation, and process changes
• Identify and mitigate control gaps for new business activities and material changes with business leads prior to implementation

JOB QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, Business, Economics, Operations, Risk Management, Data Engineering, Data Analytics, Information Systems and Analytics, or related field
• 7+ years of experience in investment operations, operational risk, control assurance, business controls, process governance, change management, business intelligence, data engineering and analytics, or financial services operations
• Strong understanding of investment operations, operational controls, data and system dependencies, and regulated financial services environment
• Experience leading, incident management, root cause analysis, and sustainable remediation
• Experience designing KRIs using operational data and risk signals to identify emerging risks and support escalation
• Experience partnering across Operations, Technology, Risk, Compliance, and Internal Audit on control, and remediation matters
• Experience supporting examinations, audit or compliance reviews, or enforcement action response
• Experience assessing operational risk and readiness for new business activities, technology, automation, and platform change
• Ability to synthesize complex operational, risk, and data information into clear recommendations, and executive-ready communication
• Strong analytical, problem‑solving, stakeholder‑influence and communication skills

Preferred Qualifications

• Experience supporting investment, market data, client servicing, or other large‑scale operational functions
• Experience implementing automated or continuous control monitoring and converting manual controls into scalable testing
• Familiarity with data analytics, querying, visualization, Six Sigma, Jidoka, or monitoring tools for risk and control analysis using tools such as: MS Office, SQL, Alteryx, Tableau, Power BI, Python, or other tools
• Experience with operational resiliency, risk and control frameworks, inventories, dependency mapping, or scenario analysis